Orders
Last Updated: September 30, 2026
Orders is where you price work, send it out and collect what you are owed. A quote prices an offer to a customer, who accepts it or turns it down. A sales order is work you owe a customer, which you fulfil and take payment against. A purchase order is what you have ordered from a vendor and receive into a location. On each record you build the line items, email the document, record the payments and refunds, and read the timeline of what has happened to it.
In this section
- Quotes, sales orders and purchase orders: Quotes, sales orders and purchase orders each have a tabbed list with its own figures and status views.
- Creating an order: The create button opens a form for the order type you are viewing and saves it as a new record.
- Line items: The line items table prices an order row by row from your items and variants.
- Order details, owner and watchers: Currency, terms, dates, discount, owner, watchers and tags on an order.
- Sending and closing a quote: A quote is sent from its own page and ends as won, which raises a sales order, or as lost.
- Emailing and downloading documents: The send window previews a quote, an invoice or a purchase order, emails it to the order’s contact and resends it later, and the same document downloads as a PDF.
- Editing, duplicating, cancelling and deleting: Edit reopens the order form, and More Actions duplicates the order, cancels it or deletes it through Trash.
- Fulfilling and receiving: A fulfilment ships a sales order’s lines out of a location and receives a purchase order’s into one, with a lighter mark as fulfilled button for orders that move no stock.
- Recording payments: The payments card records money received against a sales order or paid out on a purchase order.
- Refunds and restocking: The payments card swaps to a refund form that returns part or all of an order’s money line by line and puts the stock back.
- Notes and attachments on an order: The timeline at the foot of an order takes staff notes, customer messages and attachments, alongside the entries Lucrii writes itself.
- Audit history and moving between orders: Every change to an order is recorded on its audit page, and arrows walk from one order to the next.